Insights

Find out what's going on in the investment world.

Insights

Strength in Members: How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment

Advisors’ worlds have been completely revolutionized within the past two years, as they’ve navigated shifting terrain in the regulatory landscape, managed a transition to remote work and subsequent return to the office, and faced mounting pressure from clients concerned about the ongoing coronavirus pandemic. These changes have prompted many advisors to reevaluate their businesses and … Continue reading “Strength in Members: How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment”

A note from Lee R. Johnson, Jr., CFA, Chief Investment Officer, Great Valley Advisor Group

Inflation continues to be a hot topic these days and the Fed gave us a big signal on their position back in June by saying it’s “transitory”. Now we can all see inflation taking shape here in our everyday lives if you look at the steady rise in prices at the gas pump, grocery stores, … Continue reading “A note from Lee R. Johnson, Jr., CFA, Chief Investment Officer, Great Valley Advisor Group”

Inspired Leadership: A Q&A With COO James Spinelli

The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under management growing substantially in recent years, according to the latest Evolution Revolution Report from the Investment Adviser Association and National Regulatory Services. This growth is driven by visionary and future-minded leaders who understand the industry’s … Continue reading “Inspired Leadership: A Q&A With COO James Spinelli”

RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking

Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the coronavirus pandemic, 2020 dealmaking activity bounced back, and Echelon Partners recorded a record-high 205 deals closed last year. The pace has not slowed in early 2021, with Q1 activity achieving a 65% increase over the … Continue reading “RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking”

Great Valley Advisor Group Acquires U.S. Financial Advisors: Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources

PAOLI, Pa. — May 11, 2021 — Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”), has acquired U.S. Financial Advisors (“USFA”). The acquisition expands GVA’s presence in the Greater Boston, Massachusetts, region and adds to its overall wealth and investment management capabilities for high-net-worth (“HNW”) individuals. Based in Braintree, Mass., USFA … Continue reading “Great Valley Advisor Group Acquires U.S. Financial Advisors: Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources”

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